2020 Fall Conference: An Online Evening Event with Rob Lutts and the Cabot Team

Please join us for our upcoming webinar "An Online Evening Event with Rob Lutts and the Cabot Team". We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you, even during these uncertain times. Feel free to invite your friends and loved ones. RSVP today at www.ecabot.com/events.

Agenda:

WELCOME REMARKS:

Jim Gasparello, Principal, Director of Wealth Management

WEALTH MANAGEMENT:

Wealth Management Strategies for Uncertain Economic Times
Speakers: Greg Stevens, CFP®, CRPS® and Tom Vautin, CPA®, CFA®, CFP®

INVESTMENT MANAGEMENT:

Catalysts for the Next Bear Market / What to Look For
Speaker: Rob Lutts, President, CIO

Healthcare Breakthrough Investing
Speaker: Craig Goryl, CFA®

Finding Fixed-Income Opportunities in a Low-Rate World
Speaker: Pat Creahan, CFA®, CAIA®

CLOSING REMARKS:

2021 Outlook: Managing Risks in a Volatile World
Speaker: Rob Lutts, President, CIO